The KE Report

Gold and silver remain in strong uptrends despite last week’s sharp pullback. Gold is still up ~50% YTD, silver over 60%, and miners (GDX, GDXJ, SIL, SILJ) continue to surge. 

Craig Hemke, founder and editor of TF Metals Report, joins us to explain why last week’s volatility was typical bull-market action - not the end of the move.

Key Topics

Visit Craig’s website – TF Metals Report: https://www.tfmetalsreport.com/

----------------

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:

In this KE Report interview, I speak with Greg McCunn, President & CEO of Great Pacific Gold (TSX.V:GPAC - OTCQX:FSXLF - FRA:V3H), for an in-depth introduction to the company, its flagship assets, and upcoming catalysts.

What we cover:

If you have any follow up questions for Greg please me at [email protected]. 

Click here to visit the Great Pacific Gold website. 

--------------

For more market commentary & interview summaries, subscribe to our Substacks:

Mike Burke, Director and VP of Corporate Development at Sitka Gold (TSX.V:SIG - OTCQB:SITKF - FSE:1RF), joins me for an update on the company’s latest drill results and financing news from the RC Gold Project in the Yukon. We discuss the standout assays from the Rhosgobel discovery, ongoing exploration progress, and the recently announced $25 million bought-deal flow-through financing that positions Sitka for an expanded 2026 drill program.

If you have any follow-up questions for Mike, please email me at [email protected].

Click here to visit the Sitka Gold website to learn more about the Company:

---------------

For more market commentary & interview summaries, subscribe to our Substacks:

Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), both join me to review the news released on October 14th which announced the identification of multiple high priority follow up drill targets at the Darby Project.  Darby is a joint venture (JV) between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located 10 kilometres west of Cameco’s Cigar Lake Mine in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest.

Keith starts us up highlighting the prospective geology and historic work that made the Darby Project a vital component of the JV transaction with Denison. The recent identification of new drill targets as a results further analysis from the exploration team supports Cosa’s thesis that Darby is a mature, discovery-ready project that will receive drilling in the year to come.

The identification of highly prospective drill ready targets came as a result of extensive historical drill core and data review at the Delta and Charlie trends by Cosa’s Chairman Steve Blower and VP Exploration Andy Carmichael, as they relogged all historical Darby drill holes in June of this year. Their work confirmed desktop interpretations and generated immediate follow up targets.

When the team at Cosa reviewed the historic work by prior operators, it interpreted that of 31 drill holes on the Property targeting conductive anomalies only 13 (42%) explained their target and only six (19%) were effective evaluations of the targeted area, leaving over 80% of the Projects’ 40 kilometres of conductive strike length untested. Multiple historical drill holes intersected features suggesting proximity to uranium mineralization – warranting direct follow-up drilling in the future.

Andy mentioned that with a more experienced scientific understanding and framework today, and by applying the same target identification approach that led them to discover the Hurricane Deposit in 2018, that they are very encouraged by the historical data and drill core. Coincident alteration, illite, and chlorite plus broad zones of anomalous uranium in the lower sandstone are strong indicators of a uranium bearing system in the eastern Athabasca including at the nearby Cigar Lake mine.

The Company will begin the approaching 2026 drilling season with highly prospective follow up targets at both Darby and Murphy Lake North. Keith mentioned that they are looking forward to finalizing drilling plans and budgets their joint venture partner and largest shareholder, Denison Mines, and discussed the benefit of their continued guidance and support on these exploration initiatives.

If you have any questions for Keith or Andy regarding Cosa Resources, then please email them to me at [email protected].

Click here to follow the most recent news from Cosa Resources

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:

This week’s Weekend Show dives into the blistering rallies across gold and silver. First, Richard “Doc” Postma lays out why he still thinks we’re in the early innings of a secular bull despite extreme readings on the charts. Then Jeff Christian explains the mechanics behind silver’s breakout - what’s real, what’s hype, and what it means for investors as speculative flows collide with shifting macro risks.

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

In this week’s Daily Editorial, Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, returns to break down a whirlwind end to the week: a sharp pullback in rare earth and precious metals equities, renewed US-China friction, and fresh jitters around US regional banks. He also shares practical portfolio tactics for navigating vertical moves and volatility shocks.

What we cover

Click here to visit Marc’s site - Marc To Market. 

---------------

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:

In this KE Report Company Update, we speak with Simon Dyakowski, President and CEO of Aztec Minerals (TSX-V:AZT - OTCQB:AZZTF), following the company’s largest financing to date - a $10 million bought deal, with no warrants attached.

Simon outlines how this strong institutional financing positions Aztec to expand and de-risk its flagship Tombstone Project in Arizona while advancing toward an initial resource estimate in early 2026.

Key Discussion Highlights:

Please email me any questions you have for Simon. My email address is [email protected]. 

Click here to visit the Aztec Minerals website

---------------

For more market commentary & interview summaries, subscribe to our Substacks:

In this KE Report Company Update, Tara Christie, President & CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF), discusses the newly announced $31.4M strategic financing and provides updates on the expanded 40,000m+ drill program at the AurMac Gold Project in the Yukon.

If you have any follow up questions for Tara please email me at [email protected]. 

Click here to visit the Banyan Gold website. 

----------------

For more market commentary & interview summaries, subscribe to our Substacks:

In this pre-market Daily Editorial, we welcome back Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network. Joel takes a step back from the recent surge in gold and silver to focus on the broader U.S. equity markets - where rising volatility and falling yields are hinting at a potential shift beneath the surface.

Key Discussion Points:

Joel also shares how he’s navigating this environment - why he sees the market as “nervous, not broken,” and what signals would confirm a deeper shift in sentiment.

Click here to visit Joel’s PreMarket Prep website:

Click here to visit the Stock Trader Network:

-----------

For more market commentary & interview summaries, subscribe to our Substacks:

Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me to review the October 9th news announcing the second gold sale from September production from the Mustang Mine, at their 100% owned Bralorne Gold Project in British Columbia. The Company has been consistently trucking over the first development ore from the Mustang Mine to Nicola Mining’s Craigmont Mill located in Merritt, British Columbia, and is now starting to truck over the higher-grade vein material as well as ramping up the tonnes per day to the mill.

In September, Talisker produced 862 ounces of gold from the Mustang Mine following on from the 707 ounces of gold sold in August for a total of 1,569 for the quarter ended September 30th. Production was sourced mostly from in-vein development from the 1090, 1105 and 1120 levels and production stoping from the stopes between the 1060 and 1075 levels. Planned production in the fourth quarter 2025 will be sourced from stopes between the 1075 and 1090 and the 1090 and 1020 levels.

Terry reviews their operations team’s accelerated development of the Lower Mustang decline which will allow access to the 1045 and 1030 levels below currently accessible areas. To date, 115 metres of development has been completed with 95 metres remaining to reach the 1045 level along the Alhambra and BK veins, increasing future mine output, gold production, and revenues.

In addition to having increased the amount of ore mined from 250-300 tpd, there is a current initiative to expand that up to 500 tpd and look to beginning upgrading the ore on site using ore-sorting technology.  This ore-sorting would all for shipping higher-grade material, with less associated waste, and would make it even more economical to be shipped to Nicola Mining’s Craigmont mill, which is currently at capacity processing Talisker’s ore.  Then further out the plan is to increase mining from more areas including from the Olympus Mine to the southeast of the Mustang Mine, and increase operations to 750-1,000 tpd, also utilizing other nearby processing centers with spare capacity. An economic study is slated for later this year that will explore some of these concepts in more detail. Wrapping up we discuss the key milestones and news on tap for the balance of this year.

If you have any follow up questions for Terry then please email me at [email protected].

Click here to follow the latest news from Talisker Resources

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer: